Hosts: James & Maya

In this episode:

• Hi, I'm Maya, and today we're looking at chip deals, falling AI prices, a price-fixing lawsuit, a cyber warning, and Hollywood's move into AI tools.

• Let's start with Micron. Its stock rose nearly 5% after announcing a strategic deal with Anthropic, and the timing is striking. This landed two days b...

• The data tells a clear story on demand. AI labs are locking in chip supply because training and inference hardware is getting harder to secure.

• Announcing a customer win this close to earnings reads as confidence. Micron wanted investors thinking about demand before the numbers hit.

• Worth noting the caveats here. We don't yet know the deal's size or revenue contribution. The earnings call should fill that in.

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